Wednesday, January 14, 2015

Year End Reports Available on Web Branch

Year End Report Link on DashboardCompare your 2014 spending by category, spending by merchant, income and cash flow against 2013 with Year End Reports on Web Branch. This functionality extends on the reports already available as part of Money Management Tools.

Starting off the new year is a great time to assess your financial situation. Being able to compare 2014 to 2013 can show you how you changed your behaviors over the two years. Seeing changes to income or your overall cash flow (the net of your income and expenses) can be helpful to make sure you are staying on track with your savings goals.

Year End Report SampleYou may want to re-categorize transactions quickly to make the reports more meaningful. You can now select multiple history items from reports or your account history to easily re-categorize similar transactions. When you change the category on a transaction, the system learns that preference and future transactions will have the correct category applied automatically. Spending some time getting your transactions categorized as you'd like will pay off in the future.

Year End Reports are only available on new Web Branch. It is a great reason to upgrade now. The old Web Branch system will be retired on February 25.

In addition to adding Year End Reports to the new Web Branch, we have also added the following functionality based on member feedback:
  • Improved printable pages
  • More history download formats
  • Hidden accounts
  • Edit multiple history items (see above)
  • Multi-pay for Web Pay
We will continue to add functionality, enhance services and improve the new Web Branch. This is just the start for the new system. Thanks for all your feedback and support.

1 comment:

  1. I tried "The New Web Branch" and sent a comment saying I'd still like to use the "Old Web Branch". Well, since I can't use the old way, I've been working it. I tried to get past the "change" thing, and I was still having trouble with it. It was taking too long. Now, it is working for me and I'm getting used to it. I'm finding it's OK and has a lot more on it for me to use.

    ReplyDelete

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